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A clear picture of the impact our services can have on your financial future.

WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.

To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates

  • Income distribution planning
  • Investment management strategies
  • Social Security filing options analysis and education
  • Health care planning
  • Long-term care planning
  • Estate planning and risk management

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.

Wealth Building Cornerstones

A clear picture of the impact our services can have on your financial future. WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work...

Introduction to Retirement Income

To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates Income distribution planning Investment management strategies Social Security filing options Health care planning Long-term...